Dmitry_Sexton

[Nancy Pelosi Stock Tracker ♟ @pelositracker]

Keep an eye on Vistra Energy from here 👀

It's now below the price Nancy Pelosi originally bought up to $1M back on January 14th, 2025

Price of $VST when Pelosi bought: $170
Price of $VST today: $163

[Serenity @aleabitoreddit]

OpenLight (private) seems to get bigger and bigger every time I look at it.

If you’re curious about their public ecosystem outside of Advantest:

$JBL ( $SIVE partner ) for scaling PICs
$MRVL and $MXL for DSPs
$TSEM for the foundry.
$300394.SZ / TFC Optical (OSAT/subassembly)

Can often get exposure into private growth through public equities if you’re not an accredited investor.

Since optical players look very interconnected.

[Tommi Pedruzzi @TommiPedruzzi]

If I got laid off tomorrow & had to replace my salary in 60 days, here's exactly what I'd do:

1. Open Google trends. Search this:

[Finsee @Finsee_main]

$CBRS Full article with charts https://t.co/GbLEGeT9RQ

[Moritz Kremb @moritzkremb]

The real claude openclaw replacement is finally here

[Dmitry_Sexton @DmitrySexton]

@exe_llence С днем рождения! Прекрасный возраст, мудрость и еще есть запасы сил пережить темный период. Спасибо за твои мысли здесь!

[Βαρβάρα @varvara_cyprus]

Сегодня тестирую продукт для поиска работы, который сделал мой друг. https://t.co/ptXnBs50ax Я уже нашла себе там несколько вакансий. А для России там вообще их полно. Давайте вместе тестить, что ли

Я чувствую, если найду работу, у меня наберется на целый тред материала.

[Higgsfield AI 🧩 @higgsfield]

Claude is now your real estate marketing agency.

Analyze listings from Airbnb, Booking, Zillow or Expedia, then build the assets owners never had. 3D tours, a clean site, photos that sell. Pitch the owner and get paid. Higgsfield MCP is the key.

Then scale to the next owner.

[Moritz Kremb @moritzkremb]

How to automate competitor ad research with Claude Code

[Paradis Labs @ParadisLabs]

Right guys, give me some new stocks to research:

-> AI supply chain only

-> High growth potential like $SNDK, $SIVE or $AAOI

What's your highest conviction pick?

[Serenity @aleabitoreddit]

At $NVDA GTC/Computex in Taipei:

I think we’ll hear about the next AI bottleneck.

That’s owned by a .6 P/B potato farming company in Japan, with a 180 year history.

Their owner cooks those potatoes in night markets for 160 yen a piece.

But that same potato farming equipment used to grow potatoes with optimal sunlight.

Is now required for optical alignment requirements for CPO.

And their unique cooking technique is mandatory to address thermal requirements for Rubin.

Can anyone guess?

[Serenity @aleabitoreddit]

Okay chat, it’s been awhile since the previous one.

And a ton of names from $VPG to $ASPI cooked.

So crowdsourcing a new list:

What’s your highest conviction ticker that you think can 10x in a short timeframe, and why?

[Tommi Pedruzzi @TommiPedruzzi]

I've compiled my most valuable document yet:

18 Claude cowork workflows for eBook Publishing (44 pages).

These are the exact workflows I use to publish AI eBooks and generate $50,000/month.

I might charge for this in the future, but for now...

Reply "Claude" and I’ll DM it to you for free (must follow)

[Serenity @aleabitoreddit]

All right chat.

I need some more ideas on the early $RKLB equivalent for humanoid exposure.

10x+ potential returns only in the next 2 years and more pure play exposure than $TSLA.

What’s your best ideas?

[AskEdgar @AskEdgarIO]

https://t.co/9zAoj09Lzd

[маша_даровская @darovska_online]

тут моя статейка про то, как инвесторы старой школы относятся к этим всем вашим новым технологиям. На примере старины Баффета

https://t.co/gloxEV8KbL

Я тут кстати давеча послушала наконец «богатый папа, бедный папа» и «самый богатый человек в Вавилоне» слушаю. Ибо с финансовым планированием у меня швах. Может че еще посоветуете, но чтоб не инфоцыганщина

[Dogtor🎰📈 @Dogtor01416800]

🧵 As a penny-stock swing trader, obsessed with data. I spent months building something most retail never bothers with - an 816-event reverse-split dataset, hand-labelled for a statistical deep dive to find the edge here

Thesis - you can go long after the reverse split to harvest the mega pumps (>1,000%) like we saw in $TNON, $AREB, $SMX and $AKAN lately.

📁 My key intellectual asset is the .xls dataset 816 US R/S events, Sept 2024 → May 2026. Manually curated from @tradingview , SEC filings, dilution trackers. The brutal part wasn't the dates - it was nailing the exact shares outstanding immediately after each split back in the day - took months, but I made it. Companies not always broadcast that number in their pre-split PR(especialy if ADS are involved). You back it out from the next 10-Q, an 8-K Item 3.02, or float-compression math inside a 424B. Sometimes three filings to confirm one row.

What do I concider as a Pump⛽️ = any 1-day intraday ≥50% move within D+1–D+10 of effective date (incl. pre/post-market which is the most common).

🚨FIRST FINDINGS: post R/S pump rate - 30.3%.

Sub-1.4M S/O cohort it is even bigger - 38.2%.

Now I need to find additional predictors and develop a backtested trading strategy!🚨

🧪 Methodology 15 pre-registered hypotheses across float, split ratio, geography, toxic underwriters, structured-finance funds, cash runway, prior R/S, sector, VIX, entry-day etc.. Two layers: P(pump), and P(extreme | pump) - the 300%+ TNON/SMX archetype.

🔬 The pipeline Contingency tables + χ²/Mann-Whitney univariate, ORs with 95% Wald CIs, Benjamini-Hochberg FDR at q=0.10 across the family. Phase 4 (out of 10) will cover logistic regression with stability selection (500 bootstrap resamples, retention ≥60%), XGBoost under nested time-based 5-fold CV - outer loop for performance, inner Optuna for hyperparams (no tune-on-test leakage), SHAP for direction, RuleFit for lift-≥2 / support-≥30 rules, decision-curve analysis for net trader gain, reliability + Brier on a time-held-out test set.

📊 So far I'm at Phase 2a and preliminaty result are really encouraging.

🚀 What's next? Hypothesis 1 held!

Already enriching - toxic-fund 13Gs, last-424B underwriter ID, going-concern flags, warrant overhangs (@AskEdgar data collection). If the multivariate gate (PR-AUC ≥0.30, top-decile precision ≥30%, out-of-sample) holds, @claudeai builds a Claude Skill and a Dashboard so I can automate the future research: ticker + R/S date (usually given in advance) → instant pump probability with SHAP reasoning

🔒 Disclosure: I made sure, the research is not replicable from this post as the signal lives in the locked .XLS dataset (only dataclearance took me one week🤓) and you can see the @Steven1_994 acknpwledgment of the key constrain for such project.

If Phase 4 fails the gate, I close with a null-result write-up. That's still on the table.

Let me know below if you are big on coding / statistics / have tons of Claude tokens😄 to participate in this research and as a result get access to the destilled trading strategy and finally find your statistically-proven edge, gave up gambling 🫂

[Moritz Kremb @moritzkremb]

How to set up Claude Code, so it can replace your OpenClaw

1. Set up the right folder structure (06:00)
2. Which tools to connect and how (08:45)
3. What skills to build and how (14:08)
4. How to set up routines & automations (16:00)

Here's the full tutorial:

[Atlántico Dulce @AtlanticoDulce]

En Finlandia, los padres enseñan a los niños una regla antes de dormir, y evita el 80 % de la ansiedad en la adolescencia más adelante en la vida.

Se llama "la hora de la preocupación", pero no es lo que imaginas.

No les dicen a los niños que dejen de preocuparse. Les enseñan cuándo y dónde pertenece la preocupación.

Así es como funciona:

Cada noche, 30 minutos antes de ir a la cama, el niño recibe un cuaderno. Durante exactamente 15 minutos, escribe todo lo que ese día le dió miedo, le estresó o quedó sin resolver.
Luego cierra el cuaderno.

Y la regla es absoluta: las preocupaciones se quedan en el cuaderno hasta la sesión del día siguiente.

Un psicólogo finlandés lo explicó así:

"No reprimimos la ansiedad. Le damos un contenedor. El cerebro del niño aprende que la preocupación tiene un tiempo y un lugar y la hora de dormir no es uno de ellos,"

A los 12 años, la mayoría de los niños ya ni siquiera necesitan el cuaderno.

Han interiorizado el límite.

El cambio ocurre porque el cerebro deja de tratar cada preocupación como una emergencia.
No es "no pienses en ello", sino “pensarás en ello, pero no ahora".

Ese pequeño retraso rompe el bucle de la ansiedad.

El niño duerme. La preocupación pierde fuerza. Y con el tiempo, la mayoría de esos miedos ni siquiera vuelven a la página.

La mayoría de los padres intentan resolver los problemas de sus hijos o les dicen "todo irá bien".
Pero la verdadera fortaleza emocional no es eliminar el miedo, es aprender que puedes sostenerlo sin dejar que te controle.

Los niños que crecen con límites alrededor de su preocupación se convierten en adultos que no entran en espiral a las 2 de la madrugada. (pico de cortisol)